Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,854 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,318 | $69,774+15.1% | $67,561+18.9% | $74,429+7.9% |
| Participation rate | 98.7% | 71.4%+27.4pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.23% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,797 | $2,710+3.2% | $2,735+2.3% | $2,625+6.6% |
| Participant deferral / active EE | $2,743 | $3,636-24.6% | $4,003-31.5% | $4,348-36.9% |
| Admin fee / account holder | $80 | $890-91.1% | $4,006-98.0% | $1,944-95.9% |